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Need enhanced forecasting reporting

  • September 25, 2024
  • 1 reply
  • 29 views
J
New Member

Hi Team. The Current export option on the forecasting tab provides a very cumbersome excel file that is difficult to navigate and pivot data on. We were hoping you could investigate the possibility of providing a more user-friendly Forecasting export where we could export by quarter (or even YTD) and see a single line for each Sales leader that includes details like Hard Commit #s, Target Bookings, Actual Bookings, etc. Basically, an export that looks similar to the Forecast tab layout.

    M
    J

    1 reply

    Kenna
    Community Manager
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    • KennaCommunity Manager
    • Community Manager
    • September 25, 2024

    Hi, @Jenna Borzillo! Thank you for your feedback. I wonder if you have heard about our Forecast Export API, and if that might help you get the information that you want into the data warehouse that you need? Unless you’re really just seeking to get essentially a copy of the Forecast Tab in spreadsheet format?

     

    Kenna Valdez, Manager, Customer Community, Clari
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